TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.94M
3
+$4.4M
4
KKR icon
KKR & Co
KKR
+$4M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.62M

Top Sells

1
+$11.1M
2
+$4.72M
3
+$3.98M
4
TOKE icon
Cambria Cannabis ETF
TOKE
+$1.55M
5
DKNG icon
DraftKings
DKNG
+$1.38M

Sector Composition

1 Technology 7.53%
2 Industrials 6.48%
3 Financials 5.75%
4 Consumer Discretionary 3.37%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.01%
+455
252
$53K 0.01%
+2,055
253
$53K 0.01%
+2,050
254
$52K 0.01%
+611
255
$52K 0.01%
+2,012
256
$51K 0.01%
+224
257
$51K 0.01%
853
258
$51K 0.01%
+749
259
$51K 0.01%
+189
260
$50K 0.01%
+560
261
$50K 0.01%
+303
262
$49K 0.01%
+1,674
263
$48K 0.01%
+585
264
$48K 0.01%
+481
265
$47K 0.01%
+1,391
266
$47K 0.01%
+279
267
$46K 0.01%
+1,321
268
$46K 0.01%
+137
269
$46K 0.01%
+1,000
270
$46K 0.01%
+499
271
$45K 0.01%
+919
272
$45K 0.01%
+660
273
$45K 0.01%
+3,754
274
$45K 0.01%
+1,641
275
$44K 0.01%
+2,000
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